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Snider Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Snider Financial Group’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Sell
2,196
-1,497
-41% -$163K 0.06% 98
2026
Q1 		$382K Sell
3,693
-1,547
-30% -$164K 0.12% 74
2025
Q4 		$537K Sell
5,240
-46,785
-90% -$4.83M 0.14% 72
2025
Q3 		$5.46M Buy
52,025
+741
+1% +$76.3K 1.49% 17
2025
Q2 		$5.04M Buy
51,284
+1,747
+4% +$165K 1.45% 19
2025
Q1 		$4.53M Buy
49,537
+2,910
+6% +$284K 1.47% 18
2024
Q4 		$4.59M Buy
46,627
+6,108
+15% +$632K 1.42% 19
2024
Q3 		$4.16M Buy
40,519
+2,104
+5% +$208K 1.52% 21
2024
Q2 		$3.73M Buy
38,415
+564
+1% +$59.1K 1.44% 24
2024
Q1 		$4.17M Buy
+37,851
New +$3.71M 1.74% 18

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Snider Financial Group's XMHQ Position: Q2 2026 in Review

Snider Financial Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 41% in Q2 2026, selling an estimated $163K and leaving 2,196 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #98.

Snider Financial Group first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.46M in Q3 2025. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Snider Financial Group held 2,196 shares of Invesco S&P MidCap Quality ETF worth $248K as of Q2 2026.
  • Snider Financial Group sold 1,497 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $163K.
  • Invesco S&P MidCap Quality ETF made up 0.06% of Snider Financial Group's portfolio in Q2 2026, its #98 holding.
  • Snider Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
  • Snider Financial Group's Invesco S&P MidCap Quality ETF position peaked at $5.46M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.